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Dearborn Partners Rising Dividend Fund (DRDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.43+0.01 (+0.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.24%
5-year average return10.01%
Number of years up7
Number of years down3
Best 1-yr total return (25 Jun 2024)30.30%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return30.30%
Worst 3-yr total return6.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDRDIXCategory
YTD3.69%5.31%
1-month2.77%-4.19%
3-month0.51%3.90%
1-year16.36%20.31%
3-year6.11%6.48%
5-year10.91%11.78%
10-year9.53%10.96%
Last bull market18.45%25.56%
Last bear market-9.72%-15.11%

Annual total return (%) history

Year
DRDIXCategory
2024
N/AN/A
2023
13.76%22.32%
2022
-11.53%-16.96%
2021
24.47%26.07%
2020
10.48%15.83%
2019
30.30%28.78%
2018
-0.66%-6.27%
2017
15.03%20.44%
2016
12.23%10.37%
2015
-4.63%-1.07%
2014
14.80%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.20%N/AN/AN/A
20233.22%4.68%-4.10%9.80%
2022-6.32%-9.72%-4.34%9.35%
20214.34%5.26%-0.26%13.62%
2020-17.18%15.87%7.26%7.34%
201913.22%5.10%4.51%4.77%
2018-2.41%2.13%8.89%-8.47%
20173.86%3.17%3.32%3.90%
20166.83%4.58%-0.15%0.60%
2015-0.19%-3.14%-4.82%3.65%
20142.12%5.38%0.10%6.57%
20133.54%6.38%N/AN/A

Rank in category (by total return)

YTD95
1-month87
3-month91
1-year93
3-year79
5-year92

Load adjusted returns

1-year16.36%
3-year6.11%
5-year10.91%
10-year9.53%